Skip to main content

Workiva Inc

WK
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001445305

In the last 90 days, Workiva Inc insiders filed 0 open-market purchases and 1 sale; 306 institutions reported holding it in 13F filings for Q2 2026, worth $2.41B in total; no superinvestor holds it.

Q4 2022 vs. Q3 2022

How the institutions holding Workiva Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WK: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2622271+11
Shares43.8M45.5K44.6M+880.2K (+2.0%)
Value$3.41B$3.54M$3.75B+$343.0M (+10.1%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Workiva Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WK in Q4 2022
InstitutionSharesValue% of portfolio
Brown Capital Management LLC272,402$22.9M0.38%
Contour Asset Management LLC139,532$11.7M0.72%
Federated Hermes, Inc.110,683$9.29M0.03%
Vista Equity Partners Management, LLC70,432$5.91M0.09%
Adage Capital Partners GP, L.L.C.35,000$2.94M0.01%
Next Century Growth Investors LLC25,803$2.17M0.26%
Kopp Family Office, LLC21,689$1.82M1.10%
Cetera Advisor Networks LLC18,658$1.57M0.01%
Talbot Financial, LLC10,500$881.7K0.18%
Janus Henderson Group PLC9,100$764.8K0.00%
Alpha Paradigm Partners, LLC6,898$579.0K0.24%
Stonnington Group, LLC6,000$517.0K0.14%
RIA Advisory Group LLC5,086$427.1K0.25%
Commerce Bank5,075$426.1K0.00%
DC Investments Management, LLC4,559$382.8K0.48%
Calamos Advisors LLC3,755$315.3K0.00%
Wolverine Trading, LLC3,166$266.0K0.00%
Baron Wealth Management LLC3,072$258.0K0.20%
JustInvest LLC2,985$250.7K0.01%
Creative Planning2,881$241.9K0.00%
Group One Trading, L.P.2,777$233.2K0.01%
Wealth Alliance2,671$224.3K0.04%
Vise Technologies, Inc.2,656$223.0K0.07%
Pathstone Family Office, LLC1,603$218.3K0.00%
Quantinno Capital Management LP2,457$206.0K0.02%
Two Sigma Securities, LLC2,386$200.4K0.03%
Park Place Capital Corp934$78.0K0.02%
Cornerstone Planning Group LLC396$34.2K0.01%
GHP Investment Advisors, Inc.339$28.5K0.00%
GWM Advisors LLC2,867$26.7K0.00%
Advisory Services Network, LLC203$17.0K0.00%
Harel Insurance Investments & Financial Services Ltd.169$14.0K0.00%
Belpointe Asset Management LLC148$12.4K0.00%
Zions Bancorporation, N.A.147$12.3K0.00%
Arcadia Investment Management Corp127$10.7K0.00%
Colonial Trust Co108$9.04K0.00%
Lazard Asset Management LLC100$8.00K0.00%
Zacks Investment Management10,047$5.00K0.00%
TCI Wealth Advisors, Inc.58$4.87K0.00%
Farther Finance Advisors, LLC52$4.37K0.00%
Iron Horse Wealth Management, LLC50$4.00K0.00%
Ronald Blue Trust, Inc.34$3.00K0.00%
MCF Advisors LLC33$2.77K0.00%
Hexagon Capital Partners LLC20$1.68K0.00%
Glass Jacobson Investment Advisors llc14$1.18K0.00%
Baker Avenue Asset Management, LP11$9240.00%
EverSource Wealth Advisors, LLC10$8400.00%
Global Retirement Partners, LLC4$3360.00%
Glassman Wealth Services3$2520.00%

Sold out (38)

Institutions that held Workiva Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (2)

Institutions that held Workiva Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management45,300$3.52M
Wipfli Financial Advisors LLC,181$14.0K